Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
STERLING GRACE MUNICIPAL SECURITIES CORP.
EIN 13-2791198investment bankingLatest filing 2024
Plans
2
Retirement
2
$19.2M assets
Welfare
0
Participants
14
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $19.2M assets / 14 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#004
STERLING GRACE MUNICIPAL SECURITIES CORP. 401K PROFIT SHARING PLAN
401k
Assets$16.5M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005
STERLING GRACE MUNICIPAL SECURITIES CORP. CASH BALANCE PLAN
CashBalance
Assets$2.7M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 004 | STERLING GRACE MUNICIPAL SECURITIES CORP. 401K PROFIT SHARING PLAN | 401k | $16.5M | 7 | 2024 | |
| 005 | STERLING GRACE MUNICIPAL SECURITIES CORP. CASH BALANCE PLAN | CashBalance | $2.7M | 7 | 2024 |
Retirement plans